Independent research on the U.S. markets, Baptista Research

Baptista Research

Independent research on the U.S. markets

Baptista Research is an independent financial research house focused on the U.S. markets. We provide equity research as well as credit research reports on the top-listed U.S. companies with most of our focus on technology, consumer goods and services, automobiles, industrials, oil and gas, pharma, and healthcare. Our research has served more than 3000 institutional investors including mutual funds, hedge funds, banks, family offices, and various buy-side firms. We operate a research subscription service where institutions, as well as retail investors, can have priority access to all our research. We also have a wide distribution of our research reports across some of the top global financial platforms. Apart from equity research and credit research, we also provide advisory services with respect to mergers & acquisitions (M&A), private equity/ venture capital fundraising, valuation reports, and investment management services for corporates.
Baptista Research is owned and managed by Ishan Majumdar, an ex-Venture Capitalist/ Investment Banker, a Chartered Accountant, and a Masters’ degree holder in Management from HEC Paris. Ishan has nearly a decade of experience in Mergers and Acquisitions, Leveraged Buyouts (LBOs), Venture Capital Investing, Corporate Strategy, and Valuation in front-office roles at the likes of BNP Paribas CIB, Credit Agricole CIB, Groupe Danone, and TIW Private Equity. He has worked on and closed multiple acquisition deals, leveraged buyouts, and start-up investment transactions.

Equity Bottom-Up

<ul><li>Itron's first quarter of 2025 financial results demonstrated a robust performance characterized by strong margin expansion and earnings growth that surpassed expectations.</li><li>The company delivered a revenue of $607 million with an adjusted EBITDA of $88 million, indicating a solid operational quarter.</li><li>Non-GAAP earnings per share reached $1.52, representing a substantial year-over-year increase, while free cash flow doubled from the previous year to $67 million.</li></ul>

Itron's first quarter of 2025 financial results demonstrated a robust performance characterized by strong margin expansion and earnings growth that surpassed expectations.The company delivered a revenue of $607 million with an adjusted EBITDA of $88 million, indicating a solid operational quarter.Non-GAAP earnings per share reached $1.52, representing a substantial year-over-year increase, while free cash flow doubled from the previous year to $67 million.

Itron Is Capturing Utility Market with Smart Grid Revolution—Is It the Ultimate Energy Infrastructure Play?

<ul><li>Itron Inc., a technology company engaged in providing solutions for the management of energy and water resources, reported their fourth-quarter and full-year results for 2024.</li><li>Their performance in the fourth quarter was marked by an above-expectation outcome, underscored by record revenues in key growth segments, remarkably Network Solutions and Outcomes.</li><li>The company registered a fourth-quarter revenue of $613 million, demonstrating a 6% year-over-year increase.</li></ul>

Itron Inc., a technology company engaged in providing solutions for the management of energy and water resources, reported their fourth-quarter and full-year results for 2024.Their performance in the fourth quarter was marked by an above-expectation outcome, underscored by record revenues in key growth segments, remarkably Network Solutions and Outcomes.The company registered a fourth-quarter revenue of $613 million, demonstrating a 6% year-over-year increase.

Itron Inc.: Strengthening Partnerships & Strategic M&A -The Secret to Maximizing Profits While Navigating Uncertainty!

<ul><li>Itron's third quarter of 2024 displayed notable financial performance and a strategic focus on enhancing and expanding its market offerings in energy and water solutions.</li><li>Key financial results include total revenue of $615 million, marking a 10% increase year-over-year, with a notable improvement in gross margin to 34.1%.</li><li>This growth was supported by operational efficiencies and strategic shipments of customer orders.</li></ul>

Itron's third quarter of 2024 displayed notable financial performance and a strategic focus on enhancing and expanding its market offerings in energy and water solutions.Key financial results include total revenue of $615 million, marking a 10% increase year-over-year, with a notable improvement in gross margin to 34.1%.This growth was supported by operational efficiencies and strategic shipments of customer orders.

Itron Inc.: Grid Edge Intelligence Expansion Fueling Our ‘Outperform’ Rating! - Major Drivers

<ul><li>Itron's second quarter 2024 results showcased a robust performance, characterized by solid execution and operational discipline, marking its seventh consecutive quarter of growth.</li><li>The company reported a 13% year over-year increase in revenue, reaching a record quarterly revenue of $609 million.</li><li>Notably, the Networked Solutions and Outcomes segments significantly contributed to this upward trend, highlighting Itron's growing dominance in these areas.</li></ul>

Itron's second quarter 2024 results showcased a robust performance, characterized by solid execution and operational discipline, marking its seventh consecutive quarter of growth.The company reported a 13% year over-year increase in revenue, reaching a record quarterly revenue of $609 million.Notably, the Networked Solutions and Outcomes segments significantly contributed to this upward trend, highlighting Itron's growing dominance in these areas.

Itron Inc.: Capitalizing On Strategic Partnerships and M&A Opportunities! - Major Drivers

<ul><li>Itron Inc.'s first quarter of 2024 showcased notable financial and operational improvements, reflecting the company's resilience and strategic adaptability in a competitive industry landscape.</li><li>The company reported a revenue increase of 22% year-over-year, reaching $603 million.</li><li>This growth can be largely attributed to improved operational execution across the company’s entire value chain, from component supply to field installations, and heightened market demand for Itron's offerings, particularly the Grid Edge Intelligence platform.</li></ul>

Itron Inc.'s first quarter of 2024 showcased notable financial and operational improvements, reflecting the company's resilience and strategic adaptability in a competitive industry landscape.The company reported a revenue increase of 22% year-over-year, reaching $603 million.This growth can be largely attributed to improved operational execution across the company’s entire value chain, from component supply to field installations, and heightened market demand for Itron's offerings, particularly the Grid Edge Intelligence platform.

Itron Inc.: Focus on Grid Edge Intelligence and Technology Platform Expansion! - Major Drivers

United States

Itron, Inc. provides solutions for collecting, communicating, and analyzing electric, gas, and water usage data.  The Company sells its products to the utility industry.  Itron designs, manufactures, markets, sells, installs, and services hardware, software, and integrated systems for handheld computer-based electronic meter reading and automatic meter reading systems.

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Itron Inc (ITRI US)

Itron Is Capturing Utility Market with Smart Grid Revolution—Is It the Ultimate Energy Infrastructure Play?

Itron's first quarter of 2025 financial results demonstrated a robust performance characterized by strong margin expansion and earnings growth...

Baptista Research

Itron Inc.: Strengthening Partnerships & Strategic M&A -The Secret to Maximizing Profits While Navigating Uncertainty!

Itron Inc., a technology company engaged in providing solutions for the management of energy and water resources, reported their fourth-quarter...

Baptista Research

Itron Inc.: Grid Edge Intelligence Expansion Fueling Our ‘Outperform’ Rating! - Major Drivers

Itron's third quarter of 2024 displayed notable financial performance and a strategic focus on enhancing and expanding its market offerings in...

Baptista Research

Itron Inc.: Capitalizing On Strategic Partnerships and M&A Opportunities! - Major Drivers

Itron's second quarter 2024 results showcased a robust performance, characterized by solid execution and operational discipline, marking its...

Baptista Research

Itron Inc.: Focus on Grid Edge Intelligence and Technology Platform Expansion! - Major Drivers

Itron Inc.'s first quarter of 2024 showcased notable financial and operational improvements, reflecting the company's resilience and strategic...

Baptista Research

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